Alpek Sab De Cv Ord (ALPKF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi, everyone. We appreciate your interest in Alpek and your participation in this webcast to review our second quarter results. I'm Alejandra Bustamante, IR director. Here with me today are Jorge Young, our CEO, and Rodrigo Prieto, our CFO. Before we begin, please note today's discussion will include forward looking statements based on current expectations and assumptions subject to certain risks and uncertainties. Actual results may differ materially. Alpek undertakes no obligation to update these statements. We express our financial results in U. S. Dollars unless otherwise specified. For your convenience, this webcast is being recorded and will be available in the Investor Center section of our website. Today's agenda is as follows. Jorge will begin with a quarterly overview. Next, Rodrigo will discuss our financial performance in greater detail. Then Jorge will delve into outlook for the remainder of the year and revise guidance figures. And finally, following management's remarks, we will be happy to take your questions. Jorge, I'll turn the call over to you. Good morning, everyone. Thank you for joining us. Throughout the quarter, the Middle East conflict continued to impact global supply, leading to trade disruptions. This resulted in higher reference margins and ocean freight costs. While these industry conditions supported results, Alpek's performance was further enhanced by its operational readiness. Notably, our business units were able to resolve all raw material supply challenges while growing and diversifying our customer base in key markets. Alpek's year to date performance also validates the successful execution of our multi year strategy to strengthen our competitiveness and financial position. Through a more optimized asset base and disciplined capi...